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UNIFYMonitor should cover CRM

David Parsonson (Platform and Automation Manager) 4 years ago in Dashboard • updated by Matthew Davis (Product Manager) 3 years ago • 1

UNIFYMonitor should create reports and alerts based on information from the CRM.

This should allow us to properly monitor leads, channels and opportunities to minimise any lost chances. Alerts could for example be created after a certain time period where no actions have been taken on a lead.

Answer

Answer
Completed
Matthew Davis (Product Manager) 3 years ago

Added CRM as a potential stakeholder

GOOD, I'M SATISFIED
Satisfaction mark
Satisfaction mark by David Parsonson (Platform and Automation Manager) 3 years ago
Answer
Completed
Matthew Davis (Product Manager) 3 years ago

Added CRM as a potential stakeholder

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